Hybrid Financial Planning & Advice Associate

Soteria Reinsurance Ltd.; Smithfield (RI); Hybrid; USD 48,000 - 62,000; Full time

Job summary

Fidelity Investments in Smithfield, RI is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment customers. You will engage in inbound and outbound conversations, guide clients on retirement and investment needs, and help them navigate Fidelity’s products and planning tools.

You’ll develop planning and service-to-sales skills through a structured development path with licensing support, including FINRA SIE, Series 7 and Series 66 upon hire.

Qualifications

• Strong client relationship and consultative experience.
• Experience with inbound/outbound warm leads and customer engagement.
• Interest or knowledge in financial services and retirement planning.
• Strong communication, technology, and time-management skills.
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.

Responsibilities

• Guide clients using planning tools, research, and investment solutions.
• Handle inbound service and consultative calls; outbound outreach.
• Introduce customers to appropriate business partners and set targeted planning appointments.
• Discuss market trends, investment concepts, and financial planning strategies.
• Manage your day using Salesforce and internal systems.

Skills

Client relationship

Consultative selling

Inbound/outbound calls

Finance knowledge

Communication

Time management

Tools

Salesforce

Job description

Fidelity Investments in Smithfield, RI is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment customers. You will engage in inbound and outbound conversations, guide clients on retirement and investment needs, and help them navigate Fidelity’s products and planning tools.

You’ll develop planning and service-to-sales skills through a structured development path with licensing support, including FINRA SIE, Series 7 and Series 66 upon hire.